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Disclosery

Tortoise Investment Management, LLC: DFUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tortoise Investment Management, LLC on DFUS, newest first. How the timeline and the estimate are built.

Tortoise Investment Management, LLC held 105,284 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,284 shares
    Change vs previous 13F +8,033 shares

    0.64% of the 13F portfolio, value $8,626,971.

    13F-HR 0001599511-26-000003 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 97,251 shares
    Change vs previous 13F +6,440 shares

    0.57% of the 13F portfolio, value $6,896,068.

    13F-HR 0001599511-26-000002 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 90,811 shares
    Change vs previous 13F +210 shares

    0.59% of the 13F portfolio, value $6,735,452.

    13F-HR 0001599511-26-000001 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 90,601 shares
    Change vs previous 13F -2,595 shares

    0.58% of the 13F portfolio, value $6,563,136.

    13F-HR 0001580642-25-007255 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 93,196 shares
    Change vs previous 13F +16,520 shares

    0.6% of the 13F portfolio, value $6,245,996.

    13F-HR 0001580642-25-005011 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 76,676 shares
    Change vs previous 13F +5,555 shares

    0.48% of the 13F portfolio, value $4,637,364.

    13F-HR/A 0001599511-25-000014 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 71,121 shares
    Change vs previous 13F -5,100 shares

    0.48% of the 13F portfolio, value $4,533,964.

    13F-HR/A 0001599511-25-000013 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 76,221 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $4,740,946.

    13F-HR/A 0001599511-25-000012 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).